Purchasing Licenses (Setting up a Subscription(s))
You can purchase any of our product editions, depending on you and your team's project management needs: Starter, Team, Professional, or Enterprise. For more information on our pricing and features by edition, visit http://viewpath.com/pricing
By default, each user is set up on a free Collaborator edition, which means they can see the tasks they are assigned to complete on their personal Home page. To give users full project visibility, the ability to edit projects, or to create their own projects, they must be on a paid Viewpath edition.
You'll be prompted to start a trial if you try to access any of the paid edition functionality. to upgrade to a paid Subscription, click the hamburger menu in the upper left, then choose Account > Subscriptions.
Click the "+" in the menu bar to create a new trial/subscription. Select the product edition, and the number of months you would like the subscription to be good for.
You'll be taken to our billing site.
- Enter the information.
- Select the number of licenses you would like to purchase. You will create a different subscription for each product/period type you would like to have, e.g. 5 Enterprise yearly, 10 Professional yearly, and 20 Starter monthly.
Once you've created your subscriptions, click on a product (e.g. Enterprise) to assign the licenses to users. By default, you will be added to the first subscription (e.g. Enterprise) you create. The subscription details pane will open, and click the "+" to assign the license(s). If you would like to remove yourself from this license, simply click the checkbox next to your name, and select the "X" in the toolbar.
Adding/Removing/Swapping Assigned Licenses
The Subscriptions tab is where you will also go to make changes to the person(s) assigned to the licenses in your subscriptions. To un-assign, and then reassign, the license, click on the license type to open the Subscription details. You'll see a list of the members who are currently assigned to licenses within the subscription. To remove a member, select the checkbox next to their name, and then click the "X" in the toolbar. That license is now available to be assigned to a different member. Simply click the "+" and go through the steps noted above to assign the license to a new member. Note: if you do not have enough available licenses to assign, you'll be notified and given the opportunity to add an additional license to the subscription.